Berry Wealth Group, LP Reduced Holdings in Q2 2025

Berry Wealth Group, LP

  • $143 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-470
- 8.36%
$274.35 - $599.47 $129K - $282K
5.16K $1.61B
JNJ
Johnson & Johnson

Healthcare
-258
- 1.39%
$146.36 - $159.82 $37.8K - $41.2K
18.3K $2.8B
CB
Chubb LTD

Financial Services
-29
- 0.21%
$274.32 - $302.46 $7.96K - $8.77K
13.7K $3.96B
BBY
Best Buy CO Inc

Consumer Cyclical
-813
- 4.44%
$56.17 - $75.73 $45.7K - $61.6K
17.5K $1.17B
CRM
Salesforce, Inc.

Technology
-534
- 20.92%
$236.26 - $291.15 $126K - $155K
2.02K $551M
FISV
Fiserv Inc

Technology
-23
- 0.99%
N/A
2.31K $398M
VZ
Verizon Communications Inc

Communication Services
-222
- 0.47%
$41.67 - $45.62 $9.25K - $10.1K
47.2K $2.04B
RGA
Reinsurance Group Of America Inc

Financial Services
-489
- 31.96%
$168.32 - $209.71 $82.3K - $103K
1.04K $206M
CMCSA
Comcast Corp

Communication Services
-565
- 1.14%
$32.84 - $36.72 $18.6K - $20.7K
48.9K $1.74B
UNP
Union Pacific Corp

Industrials
-158
- 2.24%
$208.27 - $238.46 $32.9K - $37.7K
6.91K $1.59B
COP
Conocophillips

Energy
-112
- 3.08%
$82.66 - $106.1 $9.26K - $11.9K
3.53K $317M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-460
- 14.95%
$91.43 - $91.74 $42.1K - $42.2K
2.62K $240M
CTRA
Coterra Energy Inc.

Energy
-281
- 2.99%
$22.6 - $29.07 $6.35K - $8.17K
9.12K $231M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-7
- 0.35%
$110.23 - $131.5 $772 - $921
1.97K $243M
GOOG
Alphabet Inc.

Communication Services
-145
- 11.23%
$146.58 - $180.01 $21.3K - $26.1K
1.15K $203M
RJF
Raymond James Financial Inc

Financial Services
-143
- 6.8%
$123.65 - $153.88 $17.7K - $22K
1.96K $301M
AXP
American Express CO

Financial Services
-142
- 12.89%
$231.39 - $318.98 $32.9K - $45.3K
960 $306M
CAT
Caterpillar Inc

Industrials
-64
- 7.84%
$273.94 - $388.21 $17.5K - $24.8K
752 $292M
ROLL
Rbc Bearings Inc

Industrials
-44
- 6.69%
N/A
614 $236M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-15
- 1.83%
$456.74 - $568.03 $6.85K - $8.52K
805 $457M
GS
Goldman Sachs Group Inc

Financial Services
-48
- 7.04%
$462.22 - $707.75 $22.2K - $34K
634 $449M
AMZN
Amazon Com Inc

Consumer Cyclical
-175
- 2.78%
$167.32 - $223.3 $29.3K - $39.1K
6.12K $1.34B
ADI
Analog Devices Inc

Technology
-248
- 2.34%
$164.6 - $238.02 $40.8K - $59K
10.4K $2.47B
Activity Summary
Buys All Purchases 83 New Holdings 15 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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